StockDriftsStockDriftsTop 50 Cornerstone Wealth Advisors INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHR | SCHWAB STRATEGIC TR | 21.28% | 4.28M | $101.4M | +3.88%(+159.76K) | $25.15(-5.21%) | 2026-09-30 | |
| SCHG | SCHWAB STRATEGIC TR | 11.64% | 1.54M | $55.5M | -2.93%(-46.58K) | $16.25(+118.96%) | 2026-09-30 | |
| VUG | VANGUARD INDEX FDS | 11.38% | 601.8K | $54.2M | -1.51%(-9.21K) | $45.11(+96.90%) | 2026-09-30 | |
| VTV | VANGUARD INDEX FDS | 7.78% | 171.6K | $37.1M | -1.00%(-1.74K) | $131.15(+69.43%) | 2026-09-30 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 7.39% | 611.9K | $35.2M | -43.69%(-474.80K) | $60.38(-4.54%) | 2026-09-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 6.28% | 424.1K | $29.9M | +1.74%(+7.26K) | $51.96(+33.49%) | 2026-09-30 | |
| SCHF | SCHWAB STRATEGIC TR | 5.39% | 935.3K | $25.7M | +1.25%(+11.57K) | $20.31(+32.47%) | 2026-09-30 | |
| SCHV | SCHWAB STRATEGIC TR | 4.47% | 639.4K | $21.3M | -1.96%(-12.75K) | $22.30(+52.46%) | 2026-09-30 | |
| VBK | VANGUARD INDEX FDS | 2.23% | 31.5K | $10.6M | -0.68%(-216) | $257.21(+27.75%) | 2026-09-30 | |
| VBR | VANGUARD INDEX FDS | 1.85% | 38.3K | $8.8M | -0.07%(-27) | $166.38(+41.56%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.69% | +39.32% | +5.16% | +28.58% |
| Top 20 Holdings Unweighted | +13.57% | +46.49% | +5.09% | +28.15% |
Cornerstone Wealth Advisors INC reports $476.63M in US-listed equity holdings across 53 positions in its most recent 13F filing. Its largest disclosed positions are SCHR (21.3%), SCHG (11.6%) and VUG (11.4%). The top 20 holdings account for 89.53% of reported assets. Its disclosed equity book has returned +39.32% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Cornerstone Wealth Advisors INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1862176). View Cornerstone Wealth Advisors INC’s 13F filings on SEC